Sarah M. Waelchli
Sarah M. Waelchli works with families and individuals to develop and implement wealth management plans that are uniquely tailored to their personal and financial goals.
Sarah Waelchli is a Managing Director at Hemenway Trust Company. She works with families and individuals to develop and implement wealth management plans that are uniquely tailored to their personal and financial goals. Working with different generational levels of families, Sarah helps develop and implement strategies for all stages in life.
As an attorney admitted to practice law in New Hampshire and Massachusetts, Sarah is an experienced estate planner. She advises clients on sophisticated wealth transfer strategies, multigenerational estate planning designs and charitable giving techniques.
Sarah is also a Partner at Hemenway & Barnes LLP where she counsels clients on estate and tax planning and trust administration.
“I enjoy working closely with clients to get a better understanding of their priorities now and as their needs change over time. I value developing sophisticated wealth management plans individually and in trusts that both meet my client’s financial goals and reflect their personal values and intentions.”
— Sarah Waelchli’s Thoughts on Working with Multi-Generational Clients